See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,219,285 | $210,648+478.8% | $177,989+585.0% | $145,922+735.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.64% | 385.86%-377.2pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $13,125 | $4,565+187.5% | $3,949+232.4% | $4,660+181.7% |
| Participant deferral / active EE | $15,250 | $6,958+119.2% | $6,276+143.0% | $6,688+128.0% |
| Admin fee / account holder | $76,933 | $12,013+540.4% | $10,363+642.4% | $13,397+474.3% |